Envestnet Asset Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.2M | Buy |
424,085
+119,889
| +39% | +$8.26M | 0.01% | 1019 |
|
|
2025
Q1 | $21M | Sell |
304,196
-26,890
| -8% | -$1.85M | 0.01% | 1158 |
|
|
2024
Q4 | $20.4M | Buy |
331,086
+9,514
| +3% | +$586K | 0.01% | 1192 |
|
|
2024
Q3 | $19.9M | Buy |
321,572
+13,775
| +4% | +$854K | 0.01% | 1187 |
|
|
2024
Q2 | $16.3M | Buy |
307,797
+35,940
| +13% | +$1.9M | 0.01% | 1249 |
|
|
2024
Q1 | $14.5M | Sell |
271,857
-332,445
| -55% | -$17.7M | 0.01% | 1295 |
|
|
2023
Q4 | $31.5M | Sell |
604,302
-56,787
| -9% | -$2.96M | 0.01% | 807 |
|
|
2023
Q3 | $33.5M | Buy |
661,089
+95,129
| +17% | +$4.82M | 0.02% | 732 |
|
|
2023
Q2 | $33.1M | Sell |
565,960
-40,911
| -7% | -$2.39M | 0.01% | 676 |
|
|
2023
Q1 | $34.4M | Buy |
606,871
+77,062
| +15% | +$4.37M | 0.02% | 627 |
|
|
2022
Q4 | $33.3M | Sell |
529,809
-5,218
| -1% | -$328K | 0.02% | 612 |
|
|
2022
Q3 | $31.8M | Buy |
535,027
+41,882
| +8% | +$2.49M | 0.02% | 578 |
|
|
2022
Q2 | $32.2M | Buy |
493,145
+79,470
| +19% | +$5.19M | 0.02% | 579 |
|
|
2022
Q1 | $28.3M | Buy |
413,675
+29,231
| +8% | +$2M | 0.01% | 693 |
|
|
2021
Q4 | $26.4M | Buy |
384,444
+300,878
| +360% | +$20.6M | 0.01% | 729 |
|
|
2021
Q3 | $5.2M | Buy |
83,566
+14,713
| +21% | +$915K | ﹤0.01% | 1523 |
|
|
2021
Q2 | $4.16M | Buy |
68,853
+1,510
| +2% | +$91.3K | ﹤0.01% | 1631 |
|
|
2021
Q1 | $4.01M | Buy |
67,343
+597
| +0.9% | +$35.5K | ﹤0.01% | 1545 |
|
|
2020
Q4 | $3.71M | Buy |
66,746
+9,719
| +17% | +$539K | ﹤0.01% | 1412 |
|
|
2020
Q3 | $2.9M | Buy |
57,027
+44,074
| +340% | +$2.24M | ﹤0.01% | 1419 |
|
|
2020
Q2 | $768K | Buy |
12,953
+2,676
| +26% | +$159K | ﹤0.01% | 2127 |
|
|
2020
Q1 | $566K | Sell |
10,277
-7,926
| -44% | -$437K | ﹤0.01% | 2152 |
|
|
2019
Q4 | $1.19M | Sell |
18,203
-16,884
| -48% | -$1.1M | ﹤0.01% | 1915 |
|
|
2019
Q3 | $2.34M | Buy |
35,087
+2,869
| +9% | +$191K | ﹤0.01% | 1468 |
|
|
2019
Q2 | $1.94M | Buy |
32,218
+3,155
| +11% | +$190K | ﹤0.01% | 1573 |
|
|
2019
Q1 | $1.69M | Sell |
29,063
-16,751
| -37% | -$972K | ﹤0.01% | 1562 |
|
|
2018
Q4 | $2.6M | Buy |
+45,814
| New | +$2.6M | ﹤0.01% | 1197 |
|
|
2018
Q3 | – | Sell |
-886
| Closed | -$50K | – | 1665 |
|
|
2018
Q2 | $50K | Buy |
+886
| New | +$50K | ﹤0.01% | 2204 |
|